Review: Premium Banking / Private Client Programs
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- Опубліковано 27 вер 2024
- In today's video, we'll look at premium banking / private client programs from Chase, J.P. Morgan, Citibank, Vanguard, Fidelity, Charles Schwab, and Bank of America / Merrill Lynch
Links to video mentions:
www.investor.g...
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Resources:
drive.google.c...
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Here are my referral links, in case they are useful to you and you would like to support the channel:
Capital One SavorOne - 3% cash back on dining, entertainment, groceries, and streaming, no annual fee, no foreign transactions fees:
capital.one/3L...
Capital One Venture X - my current travel card, replacing the Chase Sapphire Reserve
capital.one/3u...
Chase Freedom Cards - some great no annual fee cards, all of which I have:
www.referyourc...
Tesla:
ts.la/daniel64060
Update: Received an email on August 6 from Schwab informing about their "Investor Advantage Pricing" aka interest rate discounts with their partner, Rocket Mortgage: For qualifying assets of < $1m: 0.25% , $1-$4.9m is 0.50% , $5-$9.9m is 0.75%, and $10m is 1.00%
Great info! This is all based on the higher Amex levels that banks are now offering for their investment and now checking account clients. Have you looked into private wealth firms?
Thanks! Do you mean name brands like UBS, Credit Suisse, BNP Paribas, Golfman Sachs, Julius Baer? Because Citi and Schwab and Morgan mentioned here have similar AUM. Or you mean lesser-known firms? Always keen to learn more!
@@FrugalNotCheap more local family offices, offering the same client fund management that may use Charles or Fidelity as their broker dealer but with more personalized service.
I gotcha! I know some people in that space 🙂 Kind of a sidenote, but family office makes me think of Bill Hwang!